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Jim Cramer’s update on our AI stocks and the rest of the portfolio

Sagar4 months ago010 mins

On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen…

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  • Business

Auto giant Stellantis posts first-ever annual loss after EV writedowns

Sagar4 months ago03 mins

Antonio Filosa attends the presentation of the new Fiat 500 Hybrid at the Stellantis FIAT Mirafiori plant in Turin, Italy, on November 25, 2025. Nurphoto | Nurphoto | Getty Images Auto giant Stellantis on Thursday reported its first-ever annual loss after booking substantial write-downs amid a major strategic shift. The multinational conglomerate, which owns household…

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  • Business

Global M&A stays strong in 2026 despite tightest capital squeeze in 30 years

Sagar4 months ago05 mins

A Goldman Sachs logo is displayed on the floor of the New York Stock Exchange in New York City, on Wednesday, August 11, 2010. Ramin Talaie | Corbis Historical | Getty Images The global mergers and acquisitions boom that defined 2025 is carrying into 2026, as companies reassess their portfolios and artificial intelligence-led demand fuels…

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Highest-paying college majors 5 years after graduation

Sagar4 months ago03 mins

Engineering majors earn some of the highest salaries right after college — and they’re still near the top years later. That’s according to the latest findings from the Federal Reserve Bank of New York, based on 2024 U.S. Census data, the most recent available. The analysis breaks down annual earnings for college graduates by major…

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Trump equity stakes pose these risks to U.S. companies and markets

Sagar5 months ago07 mins

The Trump administration’s portfolio of equity stakes in U.S. companies has reached a scale that is unprecedented outside economic crisis or wartime. The administration has taken stakes or has agreements to do so with at least 10 companies, most of which are publicly traded. The government announced its latest investment, USA Rare Earth, at the…

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  • SpaceX stock has cooled. Hiring for space economy jobs hasn’t

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